MatterSuite | Accounts | Knowledge Base
Accounts
How to add funds to a trust account in MatterSuite?
In the navigation bar, select the Accounts tab. Go to the Trust accounts. Click on the specific account entry and go to Transactions. Click Add fund.
What is the Accounts Module in MatterSuite, and what is it used for?
The Accounts module is where your firm’s bank accounts are recorded and managed. It allows you to: Store Operating and Trust account details Track account balances Record payments and deposits Maintain financial compliance records